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Explaining why crypto has low correlation with risk assets and predicting its future as a major institutional asset class.
TRANSCRIPT
Yeah, so I actually strongly believe that Bitcoin and other blockchain assets are going to generally have a very low correlation with risk assets.
The reason is smart money doesn't own it.
And the reason all these other weird asset classes that intrinsically have nothing in common or highly correlated is modern portfolio theory was so successful
... See moreBen Horowitz explains the rise of crypto
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Discussing Bitcoin's long-term investment thesis, its volatility, and its low correlation with risk assets due to limited institutional ownership.
TRANSCRIPT
What we've always tried to stress to investors is this is a very disruptive trade. It's a multi-decade trade. And so only put on as much as you could hold if things do go down. In our 12 years of managing money, Bitcoin itself, the best of the currencies has gone down 85% three times. So you have to be able to withstand those kinds of drawdowns.
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The former CEO of Sotheby's, Tim Smith. It is is job to know value. He retired and studied Bitcoin and the economy we have just been in.
Please I urge you to understand as Bitcoin goes from $76,000 to $1,000,000 and beyond.
Take 2 minutes to change your family future. https://t.co/8ZdhSAsbD2
Brian Roemmelex.com
Simon Gerovich just broke my brain on this podcast.
The MetaPlanet CEO revealed:
• The exact moment when Bitcoin adoption becomes unstoppable
• How Bitcoin treasury companies become "black holes of capital"
• Why his company hit 600k per coin premium and deserves... See more
When this Yale economist warned of the biggest market crash in history...
No one believed him.
But when the dot-com bubble burst wiped out $5 Trillion in wealth...
No one was laughing.
Here's why his 3 latest predictions have Wall... See more